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(1). In finance, a term used to describe client assets currently managed by the firm. Usually used during sales staff meetings to encourage employees to get their existing clients to increase the size of their relationship with the firm, often through cross-pollination.
(1). To annoyingly raise hypothetical arguments whose only purpose is to prolong already endless conference calls.
“Before I let you go, let me just play devil’s advocate here…what if we didn’t change the filter in the coffee machine…? What would happen then?”
